Your Own CRM, Built In

Details

Until now you connected an outside CRM if you had one. Now you have your own, built right in. Keep every person you deal with in one shared place: prospects, leads, and customers, each with their email, phone, role, and company. Search it, sort it, filter it, and export the whole list whenever you want. Your team adds new people as they come up and keeps the details current, so the whole company always works from the same book. It lives right next to the rest of your work, and there is nothing to set up.

What changed

• Keep contacts, companies, and deals in one place
• Search, sort, filter, and export your whole list in a click
• Your team adds and updates people for you
• Works alongside any outside CRM you already connect